We can either connect live to our data set or extract data onto Tableau.
Live: Connecting live to a
data set leverages its computational processing and storage. New queries will
go to the database and will be reflected as new or updated within the data.
Extract: An extract will make a
static snapshot of the data to be used by Tableau’s data engine. The snapshot
of the data can be refreshed on a recurring schedule as a whole or
incrementally append data. One way to set up these schedules is via the Tableau
server.
The benefit of Tableau
extract over live connection is that extract can be used anywhere without any
connection and you can build your own visualization without connecting to
database.
When to use Live Connection:
When you need more updated data, or if the data is updated in the database more frequently and you need updated data to reflect in the workbook/dashboard.
Database is Fast.
When to use Extract:
When Database is not fast enough for interactive analysis (you change the value in the filter and workbook takes long to refresh)
When you want to take the load off the database.
When you need to be off line (in air plane)and want to play with the workbook.
When to use Live Connection:
When you need more updated data, or if the data is updated in the database more frequently and you need updated data to reflect in the workbook/dashboard.
Database is Fast.
When to use Extract:
When Database is not fast enough for interactive analysis (you change the value in the filter and workbook takes long to refresh)
When you want to take the load off the database.
When you need to be off line (in air plane)and want to play with the workbook.
